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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,791 | $183,592-93.6% | $155,567-92.4% | $145,959-91.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 18.11% | 61.24%-43.1pp | 64.74%-46.6pp | 561.95%-543.8pp |
| Employer contribution / active EE | $1,066 | $5,315-79.9% | $4,674-77.2% | $4,661-77.1% |
| Participant deferral / active EE | $291 | $6,464-95.5% | $5,628-94.8% | $6,689-95.7% |
| Admin fee / account holder | $139 | $19,318-99.3% | $15,916-99.1% | $13,398-99.0% |